Citable filing context

LIN filing events and research context

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LIN's research view summarizes recent SEC filing context, starting with earnings from Jul 31, 2026.

LIN filing events and research context
FiledItemContext
Jul 31, 2026earningsLinde plc reported second-quarter 2026 sales of $9.3 billion and adjusted diluted EPS of $4.50.
Jul 30, 2026otherLinde plc held its Annual General Meeting of Shareholders on July 28, 2026, to vote on various proposals.
May 13, 2026debt_offeringLinde plc issued €1.6 billion in Floating Rate Notes and fixed-rate Notes due 2028, 2030, and 2036.
Jul 31, 2026Guidance: adjusted_diluted_eps4.45 to 4.55
Jul 31, 2026Guidance: adjusted_diluted_eps17.70 to 17.90
Jul 31, 2026Guidance: capital_expenditures5500.00 to 6000.00
Jul 31, 2026mda_quarterlyLinde reported strong second-quarter 2026 results, with sales of $9.289 billion, a 9% increase year-over-year. Growth was balanced across key drivers: 2% from higher pricing, 2% from increased volumes in electronics, manufacturing, and chemicals and energy end markets, and 2% from favorable currency translation. Reported operating profit rose 8% to $2.554 billion, while adjusted operating profit reached $2.744 billion, reflecting a 7% increase. Productivity initiatives and pricing actions successfully offset persistent cost inflation. Geographically, the APAC segment led growth with a 13% sales increase, fueled by new project start-ups and equipment sales. The Americas and EMEA segments both posted 7% sales growth, though EMEA experienced a slight volume decline in the manufacturing sector. The Engineering segment saw a 13% sales jump due to project timing. Linde maintains a robust financial position, generating $4.511 billion in operating cash flow for the first half of 2026. Capital expenditures rose to $2.78 billion, supporting a significant $8.1 billion sale-of-gas project backlog. The company continues to prioritize shareholder returns, utilizing $1.656 billion for share repurchases and $1.479 billion for dividends. Management remains confident in its liquidity, supported by $6.5 billion in undrawn revolving credit facilities and strong investment-grade credit ratings.
May 1, 2026mda_quarterlyLinde reported strong first-quarter 2026 results, with sales increasing 8% to $8,781 million and adjusted operating profit rising 8% to $2,630 million, achieving a 30.0% adjusted operating margin. Adjusted diluted earnings per share grew 10% to $4.33. Sales growth was primarily driven by a 5% positive currency impact, 2% from higher pricing, and 1% from volume increases due to new project start-ups, alongside 1% from acquisitions. These factors, coupled with productivity initiatives, more than offset cost inflation. Segment performance was robust, with Americas sales up 10% and operating profit up 12%, fueled by electronics, manufacturing, and metals & mining end markets. APAC sales increased 11% and operating profit 6%, benefiting from volume growth in new projects and equipment sales. EMEA sales rose 7% and operating profit 9%, largely due to favorable currency translation despite a 3% volume decline. Engineering sales and operating profit decreased 8% and 11% respectively, attributed to project timing. Cash provided by operations increased 4% to $2,240 million. Capital expenditures rose to $1,342 million, primarily for new plant and production equipment supporting a $7.1 billion sale of gas project backlog. The company repurchased $804 million in shares and repaid $725 million in U.S. dollar-denominated notes, maintaining strong liquidity with undrawn credit facilities.

Source: SEC EDGAR filing text and events; period Jul 31, 2026; filed Jul 31, 2026.

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